Backdating coverage start dates for patients

You can backdate the start date of a patient's third-party coverage.

To backdate the start date of a patient's third-party coverage

How to get there

Use the Patient Search box to access a patient's record.
Notes:
- If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
- You can include inactive patients in the search results by setting the Include inactive patients switch to On.
On the Patient menu, under General, click (or tap) Overview.
The patient's Overview page opens.

How to get there

Use the Patient Search box to access a patient's record.
Notes:
- If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
- You can include inactive patients in the search results by setting the Include inactive patients switch to On.
On the Patient menu, under Third-Party, click (or tap) Third-Party.
The patient's Third-Party page opens.

Do one of the following:
- On a patient's Overview page, the Third-Party box displays the patient's third-party plan. Click (or tap) the third-party Plan link.
- On a patient's Third-Party page, select a third-party plan.
The options for editing third-party information become available.
Change the Coverage Start date to reflect the correct date, and then click (or tap) Save.